Importing Pre-configured Data Models in SAP SuccessFactors Employee Central

Objective

After completing this lesson, you will be able to import pre-configured data models in SAP SuccessFactors Employee Central.

SAP SuccessFactors Employee Central Core structure

Employee Central is the core HR solution of SAP SuccessFactors HCM Suite.

Complete the following interaction to learn more about the components that make up Employee Central.

Employee Central Core Structure

An HRIS (Human Resource Information System) is primarily used to store employee and organizational data. In SAP SuccessFactors, organizational details such as department, division, and legal entity are referred to as Foundation Objects.

Foundation Objects allow the company to define and store not just organization-related information but also pay and job structures. They play a key role in organizing employee information.

Foundation Objects are managed in two ways: some are handled as MetaData Framework (MDF) Objects through Configure Object Definitions, while others are XML-based and maintained in the Corporate Data Model.

Another essential part of a HRIS is HR Objects, which store employee-specific details like date of birth, national ID, job title, and salary.

What sets SAP SuccessFactors apart from other HRIS is its user-friendly approach to data management. The system provides both employees and managers with self-service options, allowing them to update or modify their information easily. Access to data is controlled through role-based permissions (RBP), ensuring that only authorized users can view or edit specific information. This feature enables employees to update their own records and managers to make necessary changes for their team members, making the system efficient and easy to use.

Data models in SAP SuccessFactors Employee Central

In this unit, you'll learn about the Employee Central system's setup, including the Admin Center configuration and the relevant XML files.

Data Models describe how data elements are structured in a database. They also define the properties that these elements possess and their relationships to each other.

Complete the following interaction to get a basic understanding of XML configuration.

Example of Data Model

Data Model Configuration

The data models in SAP SuccessFactors Employee Central play a critical role in configuring customer requirements. You've already seen an example of visibility and custom labels in the interaction, Person Info Element. Remember, the Date of Death field was not visible and that the Place of Birth field was relabeled to the City of Birth. When configuring the data models, you can:

  • Set the visibility of a field in the instance.
  • Define custom labels and fields.
  • Define the relationship among Foundation Objects.
  • Set the order of fields that appear in the instance.
  • Set a picklist for a field.

Any changes made in the data model must comply with the Data Type Definition (DTD). That means you can't add a new element, field, or attribute unless it's defined in the DTD. When a particular field isn't needed in the configuration, we recommend you hide the field rather than delete it from the data model. If it must be deleted, for whatever reason, we recommend you set the visibility to "none" before deleting the field.

The Four Data Models

Use the interaction to learn how the data models are used in Employee Central.

Employee Central Data Models

Succession Data Model

The Succession Data Model (SDM) forms the foundation of the information structure displayed in the People Profile. It consists of various elements used across different SAP SuccessFactors solutions. The element most relevant for configuring Employee Central is the HRIS element.

The HRIS elements in the Succession Data Model defined the two types of employee information:

  1. Employment data - Work-related details such as job classification, salary, and other compensation.
  2. Person data - Personal details like date of birth, home address, and national identification number.

Additionally, you can customize the Country-Specific Succession Data Model to account for regional differences. For example, in the United States, regulations like Equal Employment Opportunity (EEO) and the Fair Labor Standards Act (FLSA) apply, whereas national identification formats vary by country.

Succession and country-specific Succession Data Models are initially uploaded in Provisioning (following the upload of the Corporate Data Models) during implementation. After that, you can back up multiple versions and restore a version for your instance. This feature helps protect your data and track the data model changes.

You can input comments into each version of the data model you upload. You can also view the date published, operator, and comments of previous versions. You can also download previous versions of the data model.

The Succession and country-specific Succession Data Models can be downloaded in the Admin Center but importing is restricted only to Provisioning. 

Corporate Data Model

The Corporate Data Model defines the structure of key corporate information, such as Location and Pay Range. Other parts of the organizational structure—like Legal Entity, Business Unit, and Division—have been moved to the Metadata Framework, which can be managed through Configure Object Definitions in the Admin Center.

Corporate data is categorized into four main categories:

  1. Organization-Related Structures
  2. Pay-Related
  3. Job-Related
  4. Others

You can see the standard pre-delivered objects in the figure, Corporate Data.

Predelivered Foundation Objects

Additionally, corporate data may include country-specific details. For example, the Location object may have different address formats based on the country. These country-specific fields are set up in the Country-Specific Corporate Data Model.

During implementation, both the Corporate Data Model and the Country-Specific Corporate Data Model (CSF) are initially uploaded in Provisioning. Later, they can be imported and exported either through Provisioning or the Admin Center using the Import/Export Corporate Data Model and Import/Export Country/Region-Specific XML for Corporate Data Model tools. Both methods allow for backup versioning to maintain data integrity.

In the course files, you are provided with an abridged version of the Data Models and the corresponding DTDs to be used for the next exercise. However, for actual Employee Central implementation projects, the standard Data Models and DTDs must be downloaded from the SAP Download Center

Linking a data model to a DTD

Correctly validate data models by linking the correct DTD. For example, to validate Succession Data Model (SDM) against sf-form.dtd, replace the URL from "http://svn/viewvc/svn/V4/trunk/src/com/sf/dtd/sf-form.dtd?view=co"> to "sf-form.dtd">. This will allow the data model to read the DTD, provided both SDM and DTD are in the same local folder.

Linking Data Model to a DTD

Data ModelDTD
Succession Data Modelst-form.dtd
CSF Succession Data Modelcountry-specific-fields.dtd
Corporate Data ModelCorporate-datamodel.dtd
CSF Corporate Data Modelcountry-specific-fields.dtd

Exercise: Prepare the data models

Caution

This exercise is required and sets up your training environment. Failure to complete this exercise will hinder your ability to finish other exercises.

Business Example

Although the practice system is preconfigured, uploading the baseline data models "refreshes" and ensures the system can support the subsequent hands-on configurations. You will upload the baseline data models as part of the initial setup.

Watch the Uploading the Data Models video to know how to import the XML files for the initial setup.

Task 1: Get an XML Editor

Steps

  1. Determine the XML Editor that you will use.

    Caution

    We don't guarantee any software stability or security. Refer to your company's IT policy when downloading and installing programs. XML Pad does have known bugs. 
    1. For PC users, use XMLPad at http://download.cnet.com/XmlPad/3000-7241_4-10252051.html or for Mac users, use Oxygen (30-day trial) http://www.oxygenxml.com/.

      Please use the Direct Download link to avoid the adware.

Task 2: Prepare the Data Models

Steps

  1. If you haven't done so yet, download the course files. The files included in the zip folder will be used in different activities throughout the course. Ensure to unzip the folder and save to your local drive.

  2. Identify which XML files to use in your system. You are provided six XML files but only need to use four. Use the table to identify the appropriate XML files to upload based on your training environment's URL.

    Note

    Logout from Provisioning, when you get this when uploading the data models. When you log back in re-upload the data models. You will know the Succession datamodel is uploaded correctly when the Job Information in Manage Business Configuration have these rules.

    Note

    For Corporate and Country-Specific Corporate Data Models, you can upload using the Admin Center facility if you've been granted the proper role-based permissions.

    Note

    Remember, the in Provisioning refers to the Succession Data Model.

    Data models for your URL

    OLD URLNEW URLDATA MODELS
    https://salesdemo.successfactors.eu/
    • CorporateDM
    • CSF-CorporateDM
    • SuccessionDM_EU
    • CSF-SuccessionDM
    https://pmsalesdemo8.successfactors.com
    • CorporateDM
    • CSF-CorporateDM
    • SuccessionDM_US10
    • CSF-SuccessionDM
    https://hcm68sales.successfactors.com
    • CorporateDM
    • CSF-CorporateDM
    • SuccessionDM_US20
    • CSF-SuccessionDM

Task 3: Upload the Data Models

Steps

  1. Go to Succession Management in Provisioning to upload the four data models necessary for configuring EC Core. Start with the CorporateDM.xml, followed by CSF-CorporateDM.xml then SuccessionDM.xml then CSF-SuccessionDM.xml.

    1. Log in to Provisioning. Alternatively, you can upload the Corporate and Country-Specific Corporate data models in the Admin Center.

    2. Choose your company name. Use the company ID that you received when you requested your instance.

    3. Scroll down to Succession Management section.

    4. Open the tool and upload the corresponding data models.

      • Import/Export Corporate Data Model XML
      • Import/Export Country/Region Specific XML for Corporate Data Model
      • Import/Export Country/Region Specific XML for Succession Data Model
      • Import/Export Data Model (This refers to the Succession Data Model)

Supplemental guides

There are two supplemental guides in the SAP Help portal which describe the data models used in SAP SuccessFactors HCM Suite and the corresponding fields in the data models. These are:

Note

Links may require SAP Universal ID.

Summary:

Here are the key takeaways from the lesson summarized in a short bulleted list:

  • Employee Central Core Structure includes Foundation Objects, HR Objects , Role-Based Permissions, Self-service and Transactions.
  • The four data models used in Employee Central are Corporate Data Model, Country-Specific Corporate Data Model, Succession Data Model, Country-Specific Succession Data Model.
  • The data models must be uploaded to the system as part of the implementation step.

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